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chairman and ceo mike jackson is joining us to talk about how much the auto industry impacted last night's election. we have traders at the new york stock exchange cme and nymex. what is this? what are the traders really pointing the finger toward on the reason for this? >> well, it is kind of tough. everybody wants to say it is because of the election. romney would be so much better. but secretly, probably a lot of people were hoping for romney. but a lot of people thought that obama was not going to lose this election. so i mean as investors you sort of have to build that into your calculations. when you're looking at things. but now we're going have to get back to business. there's dodd frank. there's the fiscal cliff. all that trouble in europe, starting to throw fire bombs. it is serious business. now we have to think about it. we have to go back to work. what happened happened with the election, let's now go. liz: exactly, what happened happened let's now go. crude oil now falling 4 1/2%, more than $4 at this point. natural gas down, rbob gasoline losing 10 cents. good for the cons
smart guy, darrin jackson who was come from nordstrom's, come from best buy back in the good years, and in essence, they have retail shops for the do-it-yourselfers, for all things automotive, the aftermarket parts, the accessories, batteries, maintenance items, it has been a very strong company through the financial crisis because people stopped for a while as you know buying cars. but the do-it-yourselfer market has been very profitable. this is a company based in roanoke new jersey. can we see a full one year, two year? that way you can see how they have really been doing. again, a company now that has hired blackstone to explore the possibility of going private is something that yeah, that shocked the stock, that's why they had to absolutely halt it for the moment and then here you see the moment where it opened, spiking about a 12 full percentage point gain, not bad for advance auto parts. let's get to robert gray with your earnings preview. robert: thank you very much. we're going to check out the big names that are reporting after the closing bell. let's take a look how they
there by darren jackson, is that a same situation as do-it-yourselfer sore store fronts -- store fronts in the auto industry, but you wouldn't pick that one? >> pep boys is from the same dynamic that aap has that brought attention from private equity. like aap pep boys has real estate value. liz: now let's discuss the shorts. give me your favorite short name right now. >> instead of talking about specific names, let's talk about shorts. there's a few places as i mentioned a minute ago we like names from a short perspective, we like names that have exposure to autoparts retailing largely because of the dynamic of new fleet coming on-line and less of a need, less demand for autoparts. moreover, we also think that there's been crowding into names that are dividend plays. so names that are typically cyclical and economically sensitive that have been bid up to levels of very low dividend yields. liz: it is the old is it a dividend bubble, you peel it is a little bit -- you feel it is a little bit there. >> absolutely. liz: good to see you, stephen roseman, ceo and portfolio manager of thesis
Search Results 0 to 2 of about 3

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